AFG
Atomi Financial Group’s Caterpillar CAT Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $6.36M | Buy |
16,373
+838
| +5% | +$325K | 0.24% | 79 |
|
|
2025
Q1 | $5.12M | Sell |
15,535
-7,658
| -33% | -$2.53M | 0.23% | 86 |
|
|
2024
Q4 | $8.41M | Buy |
23,193
+871
| +4% | +$316K | 0.43% | 44 |
|
|
2024
Q3 | $8.73M | Sell |
22,322
-999
| -4% | -$391K | 0.55% | 35 |
|
|
2024
Q2 | $7.77M | Buy |
23,321
+1,839
| +9% | +$613K | 0.58% | 37 |
|
|
2024
Q1 | $7.87M | Buy |
21,482
+9,899
| +85% | +$3.63M | 0.73% | 26 |
|
|
2023
Q4 | $3.42M | Buy |
11,583
+881
| +8% | +$260K | 0.47% | 38 |
|
|
2023
Q3 | $2.92M | Buy |
10,702
+1,036
| +11% | +$283K | 0.98% | 14 |
|
|
2023
Q2 | $2.38M | Buy |
9,666
+425
| +5% | +$105K | 1.08% | 11 |
|
|
2023
Q1 | $2.11M | Buy |
+9,241
| New | +$2.11M | 1.18% | 16 |
|